Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand.
A popular misconception about life insurance planning, is that it's something to do with ensuring others (your policy beneficiaries) enjoy the fruits of your insurance once you've passed. While that is just one aspect of planning for the inevitable, if executed properly, life insurance planning can.
A popular misconception about life insurance planning, is that it's something to do with ensuring others (your policy beneficiaries) enjoy the fruits of your insurance once you've passed. While that is just one aspect of planning for the inevitable, if executed properly, life insurance planning can.
Services
Dillon Financial Services is in business to help individuals and companies achieve their financial goals. Private Clients: We first need to understand what money really means to you. This is basically a discussion about your values more than money, per se. Is it financial freedom, travel, philanthropy, education for loved ones?
I take great pride in that, with Dillon Financial Services, every client has the opportunity to start their investment journey with a financial plan. These plans vary depending upon your situation. For example, a plan for a pre-retiree may be centered around retirement income and social security optimization whereas for a younger person, we may be discussing life insurance needs and how to best accumulate that retirement nest egg.
Jim Dillon, a native of northern California, has been working as a financial advisor with individuals and businesses in the Western United States since 2006. He lives in the Shingle Spriings, CA area with his wife of 31 years. Jim, a CERTIFIED FINANCIAL PLANNER and maintains a California Life and Health Insurance license (#0F21878), and the series 7, 63, and 65 securities licenses.
Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing.
The sooner you understand the role of financial planning in meeting your short, medium and long-term financial aspirations, the better you'll be able to control your financial destiny.A well-grounded financial plan is essential for anyone who wishes to accomplish specific financial objectives.
The sooner you understand the role of financial planning in meeting your short, medium and long-term financial aspirations, the better you'll be able to control your financial destiny.A well-grounded financial plan is essential for anyone who wishes to accomplish specific financial objectives.
A popular misconception about life insurance planning, is that it's something to do with ensuring others (your policy beneficiaries) enjoy the fruits of your insurance once you've passed. While that is just one aspect of planning for the inevitable, if executed properly, life insurance planning can offer multiple benefits - even as you live to enjoy them!
Reviews
Be the first to review Dillon Financial Services.
Write a Review
